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Best Ideas 2026 - Half Time Report
phil_Buffett replied to phil_Buffett's topic in General Discussion
"The arithmetic mean of all picks is up under 3%, well behind US indexes" Interesting -
Blackberry stock price has jumped up by around 41.5% in the last one week closing at USD $12.48 yesterday! This stock price appreciation has come after reporting strong fiscal Q1 earnings that beat Wall Street expectations, fueled by a 26% year-over-year revenue jump. The partnership with Nvidia to integrate it's QNX operating system into Nvidia's Thor development kit is paying off. Great news for FFH stock holders.
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and let´s not talk about the goal you stole us.... The only pleasure of this is that now you can play against France. Bon voyage!
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Aumann AG AAG tender offer @ EUR 17.80 (initially EUR 16.50); offer period to end on 3 July; odd lot ≤ 100 shares in the last tender offer, their largest shareholder accepted the offer so I think they will do so too @ a higher price making proration likely nevertheless, I think that odd lots will get full allocation making for a profit of about 15% (EUR 17.80/EUR 15.50) within a few days also, I am going to use multiple odd lot accounts as I assume that only the account number will be checked but not the beneficial owner
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Here you have to make a clean distinction between UK and the rest of Europe. In the UK, Keir Starmer has been sentencing people based on X posts which is a blatant attack on freedom of speech, the guy is an absolute disgrace of a human being. You cannot generalize this for Europe as a whole. You can make your statement in Belgium without any legal issues. Same for countries like Italy, Spain, every eastern European country,... many people currently do. Not sure about all Scandinavian ones but if I am not mistaken even a minister in Norway recently made your exact comment. And let's not pretend U.S. citizens take criticizing Jesus all that well... feel free to go to a small town in the south or mid-west and drive around with a car stating "Jesus is a fag", how long until you get your ass shot? Not trying to provoke here but... let's be fair when making these comparisons. You don't really have freedom to spend your money if you are forced to spend all of it on high rent prices and medical care. I have the freedom to spend the money after taxes because thanks to free health care and cheap higher education, I don't have to save up for a surgery or a kids college fund. If you compare these two systems overall on their financial merit, I think @Spekulatius summarized it well. The high earners (without too much bad luck) are better off in US, the rest is better off in Europe. And while I agree with @Kizion that this has distorted our society too far to take advantage of, I still prefer to live in a place where the people around me are generally doing OK and not struggling financially, independent of their income bracket. And just to be clear, I would fall under 'high earner' so I am not stating this out of self interest, nor am I a socialist because I've voted for the same right-wing party since I'm 18. Europe has gone too far in letting people take advantage of the social security system though, we are gradually seeing counter measurements being taken, as the recent Belgian government has plans to do so as well.
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One of the biggest wineries and ice wine producers now owned by Fairfax! Drink up, drink up! Cheers!
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Canadian and now owned by Fairfax...I buy a case every Christmas! Cheers! Black Hills Estate Winery’s Nota Bene is a celebrated, Bordeaux-style red blend known for its rich, structured, and age-worthy profile . While traditionally crafted with Okanagan Valley fruit , recent vintages source premium Walla Walla grapes. The wine is prized for complex dark berry flavors and pairs wonderfully with steak. [1, 2, 3, 4, 5, 6, 7] Recent Vintage Reviews & Profiles Recent releases have continued to cement Nota Bene’s legacy as an iconic Canadian-crafted wine: [1, 2] 2024 Nota Bene (Hiatus Collection): Sourced from the Walla Walla Valley (43% Merlot, 34% Cabernet Sauvignon, 23% Cabernet Franc) , it brings mineral tension and Walla Walla power . Critics find aromas of black cherry, wild blackberry, and dried herbs, leading to a balanced palate with espresso and crushed stone . [1, 2] 2022 Nota Bene: A classic, 95-point stunner (46% Merlot, 36% Cabernet Sauvignon, 18% Cabernet Franc) . Wild-yeast fermented and aged in French oak , experts highlight generous red currant, plum, and spice . It is remarkably age-worthy and structured to cellar for decades. [1, 2, 3] Tasting & Aging Expectations Aroma Profile: Black currant, dark cherry, graphite, and subtle baking spices. Palate: Rich and concentrated, moving from firm, grippy tannins in its youth to a polished, velvety finish with air. Cellaring Potential: Depending on the specific vintage, Nota Bene can be cellared beautifully for 10 to 20+ years. Food Pairings: Exceptional alongside premium cuts of beef, such as a well-marbled ribeye, chateaubriand, or savory ribs. [1, 2, 3, 4, 5, 6] You can explore vintage availability and purchase options directly through the Black Hills Estate Winery store.
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Did not have that one on my bingo card...
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If you thought Biden was far left, buckle up. If the US can't adapt to some sort of three, or multi party system, the future looks pretty dark. It seems everything now is extreme left or extreme right. Is there no one left in the middle? I think there is, but they have no power because the right and left have moved to the extreme, especially the right under Trump. And all those changes that Trump has made towards dictatorship may very well come back to haunt the right if the left ever comes back into power.
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We just exited our wild swing to the left with Joe Biden and his attempt at socialism - and that was no fun. It can certainly get a lot worse with these lunatics like NYC & LA mayors gaining power.
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Hopefully not, but that pendulum has swung so far to the right with Trump's grab for presidential power it has changed the rules of the game, so watch out when it swings to the left.
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We are a divided country for sure. It will get sorted out eventually, but it will be painful. It's highly unlikely that socialism will prevail here.
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If you visit Niagara Falls, there is s string of wineries along the Lake on the Canadian side that has ver good ice wines. I got a few in my reserve. That‘s not something you can get in Napa or Sonoma. They are also now impossible to get in Germany too since the winters are way to warm.
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Wine Review: Eh? Vineyards 2023 Canadian Cabernet Sauvignon – “Maple Leaf Reserve” - This bold Canadian Cabernet Sauvignon from the frozen vineyards of Ontario (or perhaps that one plucky plot in British Columbia that pretends it’s Napa) pours a deep, almost apologetic ruby into the glass, the color of a Mountie’s jacket after a long winter of regrettable decisions. On the nose, it leaps forward with restrained enthusiasm, offering notes of blackcurrant, vanilla, and a distinct whiff of duty-free regret.On the palate, the wine delivers a medium-plus body that’s surprisingly assertive for something that probably spent its formative years under three feet of snow. The fruit is there—ripe plum and cherry—but quickly yields to the unmistakable terroir of the Great White North. I detected clear echoes of poutine gravy (that salty, beefy umami that clings like snow to a parka), followed by a mid-palate surge of maple-glazed bacon that somehow pairs with the subtle char of a perfectly scorched Nanaimo bar crust. The tannins are firm yet polite, much like a Canadian apology delivered after accidentally bumping into you on the sidewalk.What truly elevates this Cabernet, however, is the haunting finish. Just when you think it’s a straightforward New World red, it reveals a wild, gamey undertone that can only be described as moose droppings—earthy, slightly musky, with a lingering essence of “I just trekked through the boreal forest and this is what my boots tasted like.” It’s as if the grapes were gently misted with the essence of a majestic woodland creature that wandered too close to the fermentation tanks after a night of questionable lichen-based decisions. Overall, this is a wine of surprising depth, comic overtones and humorous in its presumptions, scoring a solid 87 points. Perfect for pairing with your next hockey riot or a quiet evening questioning your life choices while eating Kraft Dinner by candlelight. Grok is amazing.
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Yeah, but most of them are friendlies.
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More Americans live north of the 49th parallel than Canadians.
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Baloney, you would all freeze to death come February.
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We visited Lake Okanagan years ago and the wines there were surprisingly good. Some wineries had German heritage. i can highly recommend visiting this area.
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Canada would be ours faster than Parsad could type out another quip about his sweaty crotch. I'm against invading Canada by the way.
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Also something to keep in mind is some of these states' stupid ass pension policies. I think people are gonna be drowning in taxes in the future. That is, if it's true that money doesn't grow on trees.
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I would like to see a similar comparison between the US and Vietnam mid 1960's.
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Banned
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We heard you guys have some oil up there... Global Firepower: Comparison of United States and Canada Military Strengths (2026)
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So everybody here knows how I think the future looks a bit grim. I also think that jurisdictional risk will become increasingly more important as our national politics continues to degrade. Law and order seems to be slipping further out of control by the day. The socialist movement will do nothing but gain strength: ChiefExecutive.net: Best and Worst States for Business and of course the worst:
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This is the problem with divisive politics...it's a nasty virus that spreads easily and contaminates everything. I already moved one thread to the Politics thread today...I would hate to move another. Please put your political crap in the Politics thread people! Cheers!
